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Matthew Joachim Dufresne

U.s. Bancorp Investments, Inc.

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About Matthew Joachim Dufresne

Matthew Dufresne is a financial professional with U.s. Bancorp Investments, Inc. located in Saint Paul, MN. Matthew has been in the industry since 2023 and is registered with FINRA and 52 states, including Minnesota. Matthew holds the Series 7TO, Series 63, and SIE licenses. U.s. Bancorp Investments, Inc. is a large firm with over 1,495 licensed agents and 2,079 registered representatives and manages $1 billion - $10 billion in assets. U.s. Bancorp Investments, Inc. offers a wide range of services, including financial planning, portfolio management for individuals and businesses, and publication of periodicals.

Firm Information

Matthew Dufresne is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1,networking&shareholder serv,product partner arrangements

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Matthew Dufresne’s Registration & Firm History

MN

10/26/2023 - Present

U.s. Bancorp Investments, Inc. (Saint Paul MN)

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Licenses & Designations

BC

Issued 01/20/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/26/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Joachim Dufresne.
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